<div id="readability-page-1"><div><div><p>Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.</p><p>In May, U.S. stocks recorded their strongest monthly rally since November 2023, driven by easing trade tensions and robust tech earnings. The S&amp;P 500 rose 6.2%, and the Nasdaq Composite surged 9.6%, returning both indices to positive territory for the year. The &#34;Magnificent Seven&#34; tech giants led the charge, with <strong>Nvidia</strong> <span>NVDA</span> stock climbing 24% after reporting a 70% year-over-year revenue increase.</p><p>Despite the tech sector's dominance, investors anticipate a broader market rally, citing improving earnings in sectors like industrials, consumer staples, and financials. Analysts expect the earnings growth gap between the Magnificent Seven and the rest of the S&amp;P 500 to narrow in 2025.</p><p>However, uncertainties remain. A U.S. court ruling declared President <strong>Donald Trump</strong>'s recent tariffs illegal, though the decision was promptly appealed. Analysts warn that renewed tariffs, particularly on chips and pharmaceuticals, could threaten the sustainability of recent market gains.</p><p>Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.</p><p><strong>The Bulls</strong></p><p>&#34;Tech analyst expects Palantir stock to rise above $400 as AI revolution kicks into gear&#34;, by <strong>Adam Eckert</strong>, reports that <strong>Wedbush</strong> analyst <strong>Dan Ives</strong> predicts <strong>Palantir Technologies Inc.</strong> <span>PLTR</span> will surpass $400 per share and reach a $1 trillion market cap within a few years, citing its leadership in AI and calling it the &#34;Messi of AI.&#34;</p><p>&#34;Nvidia stock has ‘significant upside' as AI ‘godfather' Jensen Huang delivers another ‘robust quarter'&#34;, by <strong>Chris Katje</strong>, reports that <strong>Nvidia Corp.</strong> <span>NVDA</span> shares rose after the company beat Q1 estimates and analysts projected a market cap of up to $5 trillion, citing surging demand for its Blackwell AI chips and growth in AI infrastructure despite China export restrictions.</p><p>&#34;Ulta Beauty stock climbs after better-than-expected Q1 report, raised fiscal 2025 outlook&#34;, by <strong>Erica Kollmann</strong>, reports that <strong>Ulta Beauty Inc.</strong> <span>ULTA</span> shares surged over 11% after the company exceeded Q1 earnings and revenue expectations, posting $6.70 EPS and $2.85 billion in sales, and raised its fiscal 2025 guidance amid strong demand for skincare and fragrance products.</p><p>For additional bullish calls of the past week, check out the following:</p><p><em>UiPath Stock Surges On Q1 Earnings Beat, Raised Guidance: ‘This Was A Milestone Quarter'</em></p><p><strong>Latest Startup Investment Opportunities</strong>:</p><div><div><div><div><div><div><ul><li><div><div><p><span><img src="https://imageproxy.pbkrs.com/https://cdnwp-s3.benzinga.com/wp-content/uploads/2025/01/06125138/IMG_5682-edited.jpeg/query-YXV0bz13ZWJwJmF1dG89d2VicCZkcHI9MSZkcHI9MiZvcHRpbWl6ZT1tZWRpdW0md2lkdGg9MTA4MD9vcHRpbWl6ZT1tZWRpdW0md2lkdGg9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1000" height="563" original-src="https://imageproxy.pbkrs.com/https://cdnwp-s3.benzinga.com/wp-content/uploads/2025/01/06125138/IMG_5682-edited.jpeg/query-YXV0bz13ZWJwJmF1dG89d2VicCZkcHI9MSZkcHI9MiZvcHRpbWl6ZT1tZWRpdW0md2lkdGg9MTA4MD9vcHRpbWl6ZT1tZWRpdW0md2lkdGg9Mzg0MA"/></span></p></div><div><div><p><span></span></p><div><div><div><p><span>Min. 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MRVL

NVDA

PLTR

<p>In May, U.S. stocks saw their strongest rally since November 2023, with the S&P 500 rising 6.2% and the Nasdaq Composite surging 9.6%. Nvidia's stock climbed 24% after a significant revenue increase. Analysts predict a broader market rally, despite uncertainties from a court ruling on tariffs. Bullish sentiments include predictions for Palantir's stock to exceed $400 and Nvidia's potential market cap reaching $5 trillion. Conversely, Marvell Technology's stock fell after Q1 results, and Regeneron and Sanofi faced declines due to mixed drug trial results. Gold ETFs experienced significant outflows amid shifting investor preferences.</p>

- U.S. stocks experienced their strongest monthly rally since November 2023, with the S&P 500 rising 6.2% and the Nasdaq Composite surging 9.6%, driven by easing trade tensions and strong tech earnings.  
- The "Magnificent Seven" tech giants, particularly Nvidia, which saw a 24% increase in stock value, led this growth, while analysts predict narrowing earnings growth gaps in 2025.  
- However, uncertainties persist due to a court ruling against recent tariffs, which could jeopardize the sustainability of market gains.

Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May